Function documentationReturns Overview

 

This function shows the flow and status of the documents associated with the activities in Advanced Returns Management. The system automatically tracks these documents, their flow, and status in the background and displays this information in an overview. You can use this overview to get information about the returns steps that have been carried out and those that still need to be done for any given return.

Integration

The document tracking function in Advanced Returns Management tracks all documents created by a user, as well as the follow-up documents created by the system. For more information, see Returns Document Creation.

You can activate and map follow-up sales and purchasing documents in Customizing. For more information, see Customizing for Advanced Returns Management.

Activities

You can access the returns overview:

  • From the SAP Easy Access screen, by choosing Start of the navigation path Logistics Next navigation step Central Functions Next navigation step Advanced Returns Management Next navigation step Returns Overview End of the navigation path to get information about selected documents and items.

    • To view customer returns documents, choose Start of the navigation path Display Customer Returns Overview End of the navigation path and select the appropriate documents.

      For more information, see Customer Returns Overview.

    • To view supplier returns documents, choose Start of the navigation path Display Supplier Returns Overview End of the navigation path and select the appropriate documents.

      For more information, see Purchasing Returns Overview.

    The overview shows:

    • Selection criteria

    • Header list

    • Item list

    • Detail tree

    You can choose to display or hide any of these screen areas.

  • From an advanced returns processing screen, by choosing Returns Overview to get information about the documents and steps involved in the current process.

    Such a dedicated returns overview can be accessed from:

    • Returns order (rO) or credit memo request (CMR)

    • Returns stock transfer order (rSTO) or returns purchase order (rPO)

    • Returns inspection in the warehouse or from vendors

    • Returns refund determination (RRD) from customers, plants, or vendors

    You can also access the returns overview from invoice verification screens. However, here you must choose Start of the navigation path Goto Next navigation step Document Overview for Returns. End of the navigation path

    The dedicated returns overview screen shows the document header, the item list, and the detail tree for the current process. The document header shows the same status information as the header list on the returns overview accessed through the SAP Easy Access screen.

    Note Note

    If you choose Returns Overview from the Item screen area of a document, such as a purchase order, the header information on the returns overview refers to the item, not the document. An item list is not displayed in this case.

    End of the note.

From any of the returns overview screens, you can choose to view any listed document or to reprocess a document containing errors.

Note Note

The Processing Status of a document containing errors is Document with Errors (see Automatic Creation of Follow-Up Documents).

If you choose Reprocess Documents, the system creates the required documents if possible and shows the result:

  • For successful or partially successful document creation, the system changes the Processing Status traffic light to the new status and provides an appropriate message.

  • For unsuccessful document creation, the system provides the reason in an error message.

  • In case of multiple document processing, the system may refer you to the application log.

    To see the application log, choose Display Application Log.

End of the note.